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UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2268 Cr | ₹3000 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 10 Aug 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | % |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Ritika Behera | Sachin Trivedi |
| ISIN Code | INF194KA1UE8 | INF789F1AYT7 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.64% | 2.18% |
| 6 Month | 9.02% | 9.02% |
| 1 Year | 2.56% | 4.27% |
| 3 Year | 9.95% | - |
| 5 Year | 10.63% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.31% | 2.45% |
| 1 Year | 7.76% | 9.15% |
| 3 Year | 10.64% | - |
| 5 Year | 9.76% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.84% | 10.61% |
| 3 Year | 8.65% | - |
| 5 Year | 9.15% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 6.58% | - |
| Sharp | 0.45% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Ritika Behera | Sachin Trivedi |
| Total AUM | ₹43013 Cr | ₹7301 Cr |
| Funds Managed | 19 | 3 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 25.96 | 35.25 |
| Large Cap | 55.46 | 55.52 |
| Small Cap | 9.39 | 4.17 |
| Mid Cap | 9.19 | 5.06 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 19.96 | 31.78 |
| Communication Services | 5.14 | 4.48 |
| Energy | 3.3 | 4.59 |
| Technology | 12.17 | 7.08 |
| Financial Services | 23.35 | 25.52 |
| Basic Materials | 3.73 | 4.19 |
| Industrials | 6.28 | 4.49 |
| Consumer Defensive | 7.59 | 5.39 |
| Consumer Cyclical | 8.04 | 7.37 |
| Healthcare | 7.48 | 3.5 |
| Real Estate | 1.28 | - |
| Utilities | 1.7 | 1.6 |
Top Comparisons
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